Create & manage Multi-Site Views

Instructions for non-admin Chartbeat users:

Reach out to your organization’s Chartbeat admin or your Chartbeat Account Manager to get set up with your Multi-Site Views.

Don’t know who your admin is? Learn how to find your admin.

Instructions for Chartbeat admins:

Creating a Multi-Site View

1. Click on Settings, and navigate to the Site Groups tab under Admin.
2. Click on Create a Site Group to start adding sites to your group.
3. Give your group a name and description. To start adding sites, select sites by searching one by one — or by selecting all — before you save your group.

In order to learn more about how to add users to this group, you can view our Manage Users section

Note
If your Chartbeat configuration is already customized to route multiple sites’ traffic to one dashboard, you should reach out to your Customer Success Manager before setting up a Multi-Site View.

Managing a Multi-Site View

1. Navigate to the admin section of the settings page, and click on Site Groups.
2. Click on the edit button for the group you want to add or remove sites from.
3. Search for the sites you want to add or remove sites by clicking on the “x” next to the site
4. Confirm and save your changes.

Note
Changes to a Multi-Site View may take up to 10 minutes to update within the Real-Time Dashboard.